Sica Fletcher

AUGUST 21, 2024

Sica | Fletcher has been providing M&A advisory services to agencies and brokerages of all sizes for a decade. In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. Do You Need An Insurance Agency Investment Bank?

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Investment Banking Insurance Bank Banking 52

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Sica Fletcher

AUGUST 14, 2024

For agencies and brokerages looking to grow their businesses prior to a sale, most owners typically opt to work with an investment bank. Insurance sector specializations, however, are skills rarely found on investment bank teams, which tend to specialize across a variety of industries. Client References.

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Investment Banking Insurance M&A Bank 52

Chesapeake Corporate Advisors

MAY 29, 2025

In addition to Mr. Brasel, CCAs investment banking team on this transaction included Director Katie Kieran and Associate Kevin Afriyie. We are excited for Valley as it enters its next chapter in its partnership with Caymus, and we congratulate the team on this important transition.

Equities 52

Equities Middle Market Investment Banking Private Equity 52

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

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M&A Securities Mergers and Acquisitions Investment Banking 52

Focus Investment Banking

JULY 27, 2023

Washington, DC, (July 27, 2023) – FOCUS Investment Banking (“FOCUS”) a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is thrilled to announce its exceptional achievement of being named #1 on Axial’s second quarter 2023 lower middle market investment bank league table.

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Chesapeake Corporate Advisors

JANUARY 15, 2025

This transaction is emblematic of CCAs holistic approach to assisting business owners, starting years ago with several strategic and pre-sale planning initiatives, and culminating in a highly successful exit. For more information, visit www.encorefireprotection.com. For more information, visit www.ccabalt.com or call 410.537.5988.

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Corporation Investment Banking Education Advisory 52

Shearman & Sterling

OCTOBER 29, 2019

On October 11, 2019, the United States Court of Appeals for the Second Circuit affirmed a decision by District Judge Jesse Furman denying in part breach of contract claims for advisory fees brought by investment bank Stone Key LLC and its affiliate against its former client, Monster Worldwide, Inc. Stone Key Partners LLC v.

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Investment Banking Bank Banking Investment 52

TKO Miller

JUNE 21, 2023

TKO Miller, LLC, a middle-market investment banking firm based in Milwaukee, WI, announced three new additions to its team. We are excited to have Griffin, Noah, and Jack as colleagues in delivering the unparalleled advisory services of TKO Miller," said Tammie Miller, Managing Director. "We MILWAUKEE, WI. –

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Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. This sale reflects our commitment to focusing on areas where we have the greatest potential for growth and innovation, said Mark Moore, President of Kavaliro.

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Consulting Sale IT M&A 40

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Shearman & Sterling

AUGUST 21, 2018

On August 10, 2018, Judge Jesse Furman of the United States District Court for the Southern District of New York denied claims for advisory fees brought by investment bank Stone Key Partners LLC (together with Stone Key Securities LLC, "Stone Key") against its former client, Monster Worldwide, Inc. ("Monster").

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Investment Banking Bank Banking Investment 52

Financial Times - Banking

APRIL 30, 2023

Expansion designed to prepare for dealmaking rebound and reduce reliance on fixed-income sales and trading

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Advisory Investment Banking Bank Banking 40

Periculum Capital

JUNE 30, 2021

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Central States Enterprises, LLC’s (“CSE” “Company”) two grain terminal elevators to ADM (NYSE: ADM). The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

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Sale Advisory Corporate Finance Middle Market 52

Periculum Capital

JULY 15, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Central States Enterprises, LLC’s (“CSE” or “Company”) Feed and Bagging Operations located in Lake City, Florida (“Lake City”) to Furst-McNess Company. Periculum represented the Company in the sale of its grain operations to ADM in 2021.

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Sale Advisory Corporate Finance Middle Market 52

Focus Investment Banking

JULY 24, 2023

It had a great customer base and recurring revenue backed by renewable contracts and had reached profitability without investment capital. They recognized that it was in everyone’s best interest to sell and that key areas needed to be “cleaned up” to both improve the likelihood of a successful sale and a larger payday.

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Sale Advisory Consulting Business 52

Shearman & Sterling

OCTOBER 29, 2019

On October 11, 2019, the United States Court of Appeals for the Second Circuit affirmed a decision by District Judge Jesse Furman denying in part breach of contract claims for advisory fees brought by investment bank Stone Key LLC and its affiliate against its former client, Monster Worldwide, Inc. Stone Key Partners LLC v.

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Investment Banking Bank Banking Investment 40

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Business owners often dont know where to start with these steps when considering a sale or investment deal. What are the key terms I should negotiate in a sale or investment deal?

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Sale Negotiation Business Private Equity 52

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity. See How Should We Organize Our Data Room for Due Diligence?

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M&A Advisory Business Valuation 40

Periculum Capital

APRIL 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of 21st Amendment, Inc. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. in its Sale to US Liquor Group, LLC. The post Periculum Advises 21st Amendment, Inc.

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Sale IT Advisory Corporate Finance 52

Periculum Capital

MAY 21, 2024

Periculum Capital Company, LLC is pleased to announce it has advised Prairie Mills Products, LLC, an Indiana-based specialty corn milling company, in its sale to Consolidated Grain and Barge Co. Periculum was engaged to advise on the sale of the business by the owner, John Cory, due to Periculum’s extensive food and ag expertise.

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Sale IT Food Retail 52

Periculum Capital

DECEMBER 23, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Interactions Incorporated dba Hoosier Refreshment Company (“Hoosier Refreshment” or the “Company”), an Indiana-based beverage distributor, to WP Beverages, LLC, a subsidiary of Wis-Pak, Inc. (“Wis-Pak”). Terms of the deal were not disclosed.

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Sale IT Advisory Negotiation 52

Shearman & Sterling

AUGUST 21, 2018

On August 10, 2018, Judge Jesse Furman of the United States District Court for the Southern District of New York denied claims for advisory fees brought by investment bank Stone Key Partners LLC (together with Stone Key Securities LLC, "Stone Key") against its former client, Monster Worldwide, Inc. ("Monster").

Investment Banking 40

Investment Banking Bank Banking Investment 40

Periculum Capital

JUNE 6, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised LUNA Language Services (“LUNA” or the “Company”), an Indianapolis-based provider of interpretation, translation, and language training services, in its sale to GLOBO Language Solutions, LLC (“GLOBO”). appeared first on Periculum Capital.

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Sale IT Advisory Corporate Finance 52

Periculum Capital

JULY 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised Pet Palace Enterprises, LLC (“Pet Palace” or the “Company”), a Columbus, OH based provider of pet boarding, daycare, and grooming services, in its sale to Destination Pet. in its Sale to Destination Pet appeared first on Periculum Capital.

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Sale IT Advisory Capital 52

Focus Investment Banking

MAY 15, 2023

In this Q&A, we discuss how the owners prepared for a sale, which involved untethering two intertwined businesses while also ensuring that the buyers aligned with the Company’s strong culture. What steps did you take to prepare for the sale? Tell me about Alpha Systems and why you were interested in working with the company?

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Sale Business Healthcare Management 52

Periculum Capital

OCTOBER 27, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised AMW Construction Supply, LLC (“AMW” or the “Company”), a Phoenix-based distributor of construction supplies, tools, fasteners, and related products, in its sale to Gypsum Management & Supply, Inc (NYSE:GMS) (“GMS”). appeared first on Periculum Capital.

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Sale Management IT Advisory 52

The TRADE

MAY 20, 2024

David Wilkins, head of FICC execution services EMEA and global EFX sales at Goldman Sachs, and James McGuigan, director FX eTrading at Citi became the latest members to join Tradefeedr’s client advisory group aimed at improving market transparency and data dialogue across the market.

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Sale Asset Management Trading Investment Banking 64

Solganick & Co.

OCTOBER 6, 2023

Completing the Sale of a Technology Business: A Step-by-Step Summary by Aaron Solganick, CEO, Solganick & Co. Whether you’re a fast growing company looking for an exit or a mature company exploring strategic and financial M&A options, the sale process requires precision, preparation, and patience.

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Sale Business Valuation M&A 52

MergersCorp M&A International

MAY 3, 2024

MERGERSCORP is a leading American Investment Banking Advisory firm that specializes in facilitating mergers and acquisitions for companies across various industries. We are pleased to confirm that negotiations with an American Private Equity Fund are underway regarding the potential sale of Foggia Calcio 1920.

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Private Equity Negotiation Equities Funds 52

Periculum Capital

MAY 14, 2024

We couldn’t be happier with our choice of an investment banker and the results we achieved.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

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Sale IT Mergers and Acquisitions Advisory 52

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. Earlier in his career he held equity sales and trading positions at Cantor Fitzgerald. Clear Street also named Ryan Gerety as managing director, investment banking.

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Trading Investment Banking Bank Banking 64

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Firms like Goldman Sachs , Morgan Stanley , and J.P.

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Firms like Goldman Sachs , Morgan Stanley , and J.P.

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M&A Boutique Valuation Mergers and Acquisitions 40

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

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Management Investment Banking Middle Market Boutique 52

Periculum Capital

MARCH 8, 2024

a leading provider of reality capture 3D scanning and data integration services for digital twin and building information modeling solutions, in its sale to SAM, the nation’s leading provider of professional Managed Geospatial Services™ and Inspection services across the utility, transportation, and broader infrastructure markets.

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Sale IT Capital Advisory 52

The TRADE

OCTOBER 13, 2023

Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions.

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Bank Banking Acquisitions Investment Banking 59